*** PART HOME BASED PARAPLANNER ****

Our client offer a wide range of services including inheritance tax planning, investment strategy. As you know we are committed to both personal and career development and have a clear progression framework for our Paraplanners in place.

Another great thing about our client is that we can be flexible in terms of location, if a candidate needs to work from home a few days per week then we are happy to accommodate this. However, when required they will need to travel to the office so we can offer a part home, part office based.

• To deliver high quality reports in a timely manner to our clients while embracing the company’s core values of Honesty & Integrity, Excellence, Focus and Team Spirit• To become a recognised centre of excellence within the business and the wider Financial Services industry, through delivering high quality reports in a timely manner• Accurately and efficiently support the Private Client Advice team to enable the achievement of targets• Follow procedures as set out in the Wealth Planning Procedures Handbook. Flag areas where process is missing or existing process is inefficient• Ensure cases are referred to Planning Standards/Manager where appropriate to mitigate risk to the business and ensure quality is maintained• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution• Assist with any new business initiatives, as required• Proactive in suggesting improvements for the continuing progression of the team and Company• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD logAssist with research and surveys, however conducted • Participate in project work where applicable • Actively work with other departments, for example Planning Standards Team and Compliance, to ensure all work meets Company standards• Actively work with other departments, for example Planning Standards Team and Compliance, to improve working processes • If holding a specialist license (Personal Injury, Corporate and Tax Led), provide specialist research and report writing support in the areas of specialism and licences held

The teams are busy - but equally fun and friendly. All office locations get involved in charity days and have a good work life balance. Candidates must be level 4 qualified and ideally have 2 years paraplanning experience. If a candidate loves research, cash flow modelling, tax, pensions then this role will be ideal but not a deal breaker